Brian is a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC. He utilizes a goals based investment approach while working with high net worth individuals, families, and business owners. By walking a client through the financial planning process, Brian is able to give peace of mind, and comprehensive advice that provides his clients with the best long-term odds of financial success while minimizing risk.
EXPERIENCE SERVING CLIENTS
Brian has a diverse background in the financial services industry spanning the past 15 years. He has worked with clients on many levels: from your retiring school teachers to former CEO's and business owners providing a laundry list of services specific to each client: Comprehensive Financial Planning, Wealth Transfer/Estate Planning, Investment Planning, Retirement Planning, Risk Management, Wealth Concentration, etc.... Brian also has extensive experience in working directly with money management firms as well. This allows him a unique perspective on providing investment solutions to clients most wealth advisors do not have.
Brian earned a BS in Consumer Science- Personal Finance from the University of Wisconsin Madison. Brian holds Series 7 and Series 66 licensing while also holding the designation of CERTIFIED FINANCIAL PLANNER„¢.
In the community
He is active with the local Make a Wish foundation.
Resources and events
Event 5/7/2024 – 5/9/2024Business Owner Workshop: Building Enterprise Value
Event 11/9/2022Wisconsin Construction Surety Forum